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When preparing for Estate Planning consider the following:
Identify what you want to happen.
Identify assets you have to meet the above goals.
Set up a plan to direct your properties/assets to meet the goals.
Put plan into action before and/or after death;
You can include your business, investments, and insurance to meet the goals and save estate taxes as high as 50%.
YOUR ESTATE = $2 MILLION
No Planning- Simple Will Proper Planning
Estate Tax- $435,000.00 Estate Tax: $0
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| Example 1 - No Planning of Estate |
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